Building a business advisory service: what you get

Mark Wickersham FCA – public speaker and author of the #1 best-selling book “Effective Pricing for Accountants” – is known as the most sought-after profit improvement expert in the accounting community.

Kathy Gregory – Director of Strategic Development for Palo Alto Software and Program Manager for Strategic Advisors of LivePlan has 25 years experience in strategic business planning and execution.

Each 90-minute session will be highly interactive, which means you can ask questions of the experts. The training is online so you don’t have to leave your office. And they will be recorded just in case you miss one of the sessions or want to revisit it.

Here are the dates and times (in EST) of the live sessions:

Tuesday, January 29 at 2.30pm EST

Thursday, January 31 at 2.30pm EST

Tuesday, February 5 at 2.30pm EST

Thursday, February 7 at 2.30pm EST

Remember, each session will be recorded so you don't miss anything.

In addition to the sessions you will receive ready-to-use resources to help you promote, price and sell business advisory services. Ranging from email templates to meeting agendas and scripting, the resources are designed to help you get results FAST!

You will also get this full colour, ready to use sales brochure. All of the services you'll be learning to deliver in our training session are covered here, in a format you will use with your clients. All you have to do is add your logo and any custom wording you would like. We've even found a print service for you! A brochure of this quality typically costs at least $2,500 to create, but we've done the work for you!

Here are just some of the things you will learn during your training:

How to value price business advisory services… and why fixed pricing is a terrible way to price,

The simple system for winning $10,000 - $20,000 annual advisory contracts… if you want to make more revenue and earn more money, this system will get you there fast.

A step-by-step method for delivering advisory to your clients on a monthly basis.

How to group your advisory services into profitable value-based packages.

(At the bottom of the page you will find a more complete list of what you will learn during this training.)

And there are special bonuses for you

This live training will teach you everything you need to profit from business advisory services.

BONUS #1

As an extra bonus Mark Wickersham will give you a free copy of his video training program, “How to avoid low prices: The complete foundations to value pricing.” This normally sells for $441 (you can check it out here). You’ll get it as a free bonus. It will be delivered immediately so you can get started on your training without having to wait until the class starts on 29 January 2019.

BONUS #2

Not only that, you’ll get a free digital copy of Mark’s Amazon #1 best-selling book, “Effective Pricing for Accountants”.

BONUS #3

Bonus from LivePlan: a template email series to engage with clients on advisory services. Six emails targeting common small business problems that you can use right away. A $400 value from LivePlan to get you started right. During the online training sessions you will receive more resources from LivePlan for client engagement and delivery of advisory services. Kathy will also send you expert tips and best practices via email to help you position your advisory services.

Here’s what to do next…

This training will give you everything you need to generate additional revenues of $10,000 - $20,000 per client.

Your investment in the training is just $795 including lifetime access to the resources.

As soon as you reserve your place you will get immediate access to your bonus training videos.

The training is limited to 247 people

There are 247 seats available for the live training. And it won’t be run again in the first half of 2019. If you don’t want to miss out reserve your place now.

There is absolutely no risk because you are protected by our BIG PROMISE…

… you are guaranteed to love the training

In other words, when you attend the first session, if it doesn’t deliver what you are hoping for, email us and we’ll cancel your place and return your money in full. No questions asked.

And you’ll get to keep all the knowledge you learn in session 1… so it’s better than risk free.

This is a truly limited offer– since there are only 247 seats…

See you on the training

Mark Wickersham FCA and Kathy Gregory

What you will discover during the training

How to value price business advisory services… and why fixed pricing is a terrible way to price.

The biggest myth about pricing which is causing you to get low prices,

The #1 mistake accountants make with their pricing.

Why bundling is your first step to value pricing and building a menu of advisory services…

… and why unbundling takes your revenue to a much higher level.

How to package up business advisory services so you capture the maximum willingness to pay.

The 3 most powerful communication techniques for educating your clients about the value you offer – so they willingly agree to pay you more money.

The most powerful system for building up the value and positioning you as the expert.

Exactly what questions to ask your client to uncover their real needs.

A tried, tested and proven system for getting the client to pay you the highest amount they are willing and able to pay… never again will you pitch too cheap.

How to successfully sell expensive advisory services with the top down approach – without having to do any selling!

The simple system for winning $10,000 - $20,000 annual advisory contracts… if you want to make more revenue and earn more money, this system will get you there fast.

A step-by-step method for delivering advisory to your clients on a monthly basis.

Scripting and meeting agendas for the key meetings necessary during the life cycle of advisory with your client.

How to set up your system for advisory, including toolsets and resource allocation.

Methods for strategic planning and key performance indicator reporting, which are the underpinnings of advisory.

The difference between financial forecasting and budgeting - how they relate to one another and how to use each one in your advisory offering.

And much, much more.

Pricing Options

Building a business advisory service (non - UK customers)

Access the live online training and resources for just USD795

If you are from the UK, please ensure you select the UK version below.